Professional Roles: Thornburg Investment Management, Putnam Investments Education: MBA, The University of Chicago Booth School of Business Education: BA, Economics, Computer Science, Amherst College Certification: Chartered Financial Analyst
There’s always a case for owning small and mid-cap U.S. stocks… but right now, it’s hard to ignore just how compelling that case has become. Small and mid-cap U.S. stocks are currently trading at a...
“If you can keep your head when all about you are losing theirs and blaming it on you...” Rudyard Kipling Yesterday, I noticed Warren Buffet was in the press quoting this Kipling piece, one of my...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
Around age 40, my annual checkup started including additional tests. These tests are meant to keep me healthy, but they also have the ancillary effect of stressing me out while I await the results....
9/10 is an exceptional mark in almost all applications. If a restaurant has a 9/10 on Yelp or Foursquare (yes, Foursquare is still an excellent restaurant rating app), it means the restaurant is...
There’s a great metaphor that describes in pretty perfect detail how you should think about investing. It comes from Ralph Wanger, a legendary investor (as quoted in The Four Pillars of Investing):...
Investing can be demanding. It can require some serious brain power… but more importantly, it’s a battle within yourself. It doesn’t matter how smart you are if you’re too emotional or too biased to...
Like many people during the pandemic, I decided to pick up a new hobby. With basically everything shut down, and the outdoors being one of the only relatively safe spaces available to us, my quest...
Our investment philosophy follows a fundamental belief — the stock market functions much like the classic jelly-bean-counting experiment. That might sound strange, but hear me out:
Shrewd investors often start out with long-term financial plans designed to meet their future needs — things like saving for college, retirement, etc. But sticking with the long-term plan becomes...
One of the things that makes City Different Investments, well, different is our principled investment approach. We are doing a series of articles looking at the three tenets of our equity investment...
